Asset Planning is recognized in Financial Advisor Magazine

Coronavirus Aid estate planning cell phone SIM swap scam ID card chip-enabled EMV cards life saver Erin Nelsen cell phone carriers 23 andme Medicare plan prescription eyeglasses settlement options years credit card fraud FSA Labor Day business hours Shred paperwork clone counterfeits policy Flexible Spending Account identity theft paperwork clutter trustee “ skimmer ”. TD Ameritrade September 9 water … Retirement Contribution Limits checklists CARES Act Joey Gonzales home earnings fallout text messages notary services June 29 stimulus package July weekend health care costs CERTIFIED FINANCIAL PLANNER exam Healthcare drive /usb contribution limit Social Security executive order tax records coronavirus clients show support April 11 consumer spending app retirement Victor Dergunov check lists health care services Federal Trade Commission website news coverage privacy notices Facebook profile company https ://seekingalpha Supplemental Security Income parking spots April 15 cell phone service provider privacy settings Treasury Department jury duty CFP ® estate emergency folder Kraig Mathias October 1 2020. identity thieves integral member home break-ins borrowing money banking investment statements team members Charles Schwab interest bottom line card reader debt cell phone provider payments home emergency kit market turmoil pets cell phones spam phone retirement accounts spring cleaning April 18 2017. credit freeze fun facts gap insurance January 10 CA FTB donation items web address tax deadline breach 2017 TD Ameritrade National LINC Conference 900 number house sitter insurance policy family members 4 pm -8pm home mortgages home security records items Auto insurance Medicare Part B premiums emergency kit money 2017 Equifax breach September 8 COVID -19 virus Mobile Banking Security Tips increase rescue organizations earthquake app clients Notary Public fun atmosphere padlock FEMA website retirement plans vision screening Affordable Care Act 401K official certification Part B July 6 Orange County media accounts information pet industry phone summer 70 1/2. self-help topics California Lions Friends EEChecklist-Kits.pdf stockpilingchecklist.pdf toilet paper phishing sites Legal robocalls partner /owner account numbers Wells Fargo employees ice cream event ice cream IRS deadline hurricane Dorian July 4 Expired medications flash drive Financial Planning Magazine September 30 2020. tax returns Kiplinger Letter car loans people medications Brexit vote spread stock pile D premiums National Ice Cream month Fox News story tax season DNA test kits blog post markets 2018 IRA contributions student loans Ice Cream Social Amazon Asset Planning VOIP landline phones Orange County Superior Court operations manager Open Enrollment Social Security Administration Roth IRA portal scams assets holidays approach cell phone carriers offer home emergency preparedness kits IRS non-prescripstion sunglasses credit cards president Trump donation counts information Facebook driver license pet supplies pet tax deadlines 2017 IRA contributions Medicare question phishing scams tax filing deadlines relief efforts disaster areas Part D premiums . July 3 rd phone companies email notifications Independence Day birth certificates interest rates asset Planning offering insurance Wells Fargo customers Economic Security memorial Day weekend estate planning direction pet donation drive credit monitoring service Open House client portal paper records 20 year anniversary Two-Step Verification opt-out illiegal robocallers Medicare Medicare Part B IRA accounts retirement planning trust Medicare Advantage documents emergency kits fees https :// credit card company Puerto Rico insurance policies credit score vacation February 14 wells Fargo